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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,404 |
Filed as: MOUNTJOY CHILTON MEDLEY, LLP Service code 50 · EIN 27-1235638 | Direct Payment | $6,100 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPA'S ADVISORS Service code 50 · EIN 27-1235638 | Direct Payment | $5,050 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPA'S & ADVISORS Service code 10 · EIN 27-1235638 | Accounting | $5,000 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $2,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,140 | $52,279-21.3% | $89,435-54.0% | $79,856-48.5% |
| Participation rate | 45.9% | 57.5%-11.6pp | 68.0%-22.1pp | 69.6%-23.7pp |
| Annual return | 11.75% | 22.16%-10.4pp | 245.55%-233.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,392 | $1,572-11.4% | $2,587-46.2% | $2,471-43.7% |
| Participant deferral / active EE | $2,691 | $2,740-1.8% | $3,890-30.8% | $3,741-28.1% |
| Admin fee / account holder | $350 | $3,356-89.6% | $4,884-92.8% | $5,306-93.4% |